BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.51M
3
+$8.34M
4
ETN icon
Eaton
ETN
+$7.3M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1
+$6.78M
2
+$6.63M
3
+$3.72M
4
LOW icon
Lowe's Companies
LOW
+$3.66M
5
AEP icon
American Electric Power
AEP
+$3.1M

Sector Composition

1 Technology 22.48%
2 Financials 14.41%
3 Healthcare 12.23%
4 Consumer Discretionary 10.68%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.2M 6.03%
314,411
-580
2
$58.8M 5.36%
131,665
+1,413
3
$33.6M 3.06%
173,737
+6,457
4
$30.5M 2.78%
69,183
+151
5
$28.4M 2.58%
176,650
+900
6
$26.9M 2.45%
31,681
-22
7
$26.2M 2.39%
144,051
+5,283
8
$24.6M 2.24%
134,210
-1,499
9
$23.4M 2.13%
57,508
+342
10
$23.4M 2.13%
163,818
+1,100
11
$21.9M 1.99%
310,605
+2,040
12
$21.8M 1.98%
189,419
+23,676
13
$19.6M 1.79%
119,026
+961
14
$19.6M 1.79%
158,519
+3,355
15
$18.7M 1.7%
169,670
+3,266
16
$18.6M 1.7%
92,135
+1,235
17
$18.2M 1.65%
124,405
+3,003
18
$17.6M 1.6%
175,563
+3,238
19
$17.2M 1.57%
34,134
+646
20
$16.4M 1.49%
63,645
+33,093
21
$15.3M 1.39%
97,644
+353
22
$14.5M 1.32%
57,013
+1,030
23
$14.2M 1.3%
41,865
+1,332
24
$13.7M 1.24%
147,924
+7,393
25
$13.4M 1.22%
30,575
+142
1
2 3 4 5